+29.0%
DT vs AEHR
-44.3%
+73.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.4% | -0.6% |
| 7D | +3.1% | +6.4% | -3.2% | +3.6% |
| 30D | -29.5% | -20.3% | -9.2% | -29.5% |
| 3M | -11.7% | -53.8% | +42.1% | -14.1% |
| 6M | +29.0% | -44.8% | +73.8% | +27.0% |
| All | +29.0% | -44.3% | +73.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling